MONEY MANAGEMENT
Jeff Leisk
Portfolio Manager,
Watt Carmichael
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About Jeff
Jeff Leisk is a portfolio manager working with individuals and families to provide optimal investment strategies and detailed retirement planning. He offers fee-based solutions designed to reduce costs, offer potential tax deductions, and eliminate commissions. Mr. Leisk utilizes a disciplined process of portfolio construction and maintenance providing Watt Carmichael clients with personalized, realistic, and prudent advice. He has 18 years' experience working with clients to preserve and grow their capital.
Jeff's Videos
Susan Mallin, financial planner and chartered investment manager, will break down the session into two parts. Part One - Financial planning: Dealing with estates and succession planning for you and your family. Tips on trusts, beneficiaries, foundations, and power of attorneys. In addition, she will discuss retirement income needs and how to have a multi-level approach. Part Two - Investment strategies to align with your financial plan: Portfolio managers, Christopher Frost and Jeff Leisk, answer the interesting questions regarding portfolio construction and investment strategy to align financial needs with planning realities. Tips with regards to income needs while facing a low interest rate environment. Deciding on an optimal asset allocation and diversification strategy, avoiding common errors. To conclude they will discuss surrounding common traps with buy/sell discipline.
Jeff Leisk
STRATEGIES
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